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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 07/2017 | Present |
| Cam Management Llc | Fort Worth | TX | 01/2013 | 05/2017 |
| Top Tier Staffing | Dallas | TX | 01/2012 | 02/2020 |
| World Financial Group | Arlington | TX | 05/2014 | 12/2016 |
| Pham Financial Services | Arlington | TX | 01/2017 | 06/2017 |
| Charles Schwab Bank, Ssb | Westlake | TX | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-01-22 |
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